Quicken essentials for mac 2010 mountain lion

You can print lists from Q , and one way or another including creating a fake bank account and writing checks just to print out your Quicken memorized addresses use plain paper! Been using Quicken since , and on the Mac since To say I am frustrated and angry is an understatement. I hope Intuit goes under! Can anyone say Class Action? To put Quicken Essentials on the market was the stupidest move I have ever seen a company make. Abandoned their customers!!!

I am literally stuck because I am hooked on Quicken Bill Pay and cannot pay my bills right now. This seamless and free interface with my bank to pay my bills through Quicken was amazing. I even forgot that I was using something called Bill Pay. My iMac was pronounced dead and I had to buy a new one with Lion. What a shock when I converted to Quicken Essentials and most of my scheduled transaction and Payee information is just plain gone.

None of the options sound right for me. I cannot fix my old computer to get my payee information. I am not going to load another operating system on my new computer. I am not going to spend the money to buy a used Mac to run Quicken If I move to Quicken for the PC, none of my scheduled transactions or reminders will convert. I cannot set up online banking through my bank until all of my outstanding Quicken Bill Pay checks have been sent — 10 days from now.

Why would Quicken do this? That is all I can figure. When the new Lion compatible Quicken comes out, will Bill Pay be part of it? I doubt it. So to pay my bills, I will write checks for a while then switch to online banking. So the bite — how do I keep myself from being in this position again? Will the alternative programs be around? Do I succumb and wait for Intuit to release the software they have promised — and use it to just be able to access my data?

Forget about Bill Pay? GNUCash, interesting product. Relatively easy to setup, except when it came to investment accounts. Some trial and error to finally get those to work correctly. Two big issues, for me, 1 investment account transactions, especially splits involved for each transaction, was cumbersome and hit or miss on getting the transaction to enter correctly.

Got it setup and running easily and quickly. Issues for me was relatively poor for me reporting, particularly tax reporting and transactions. Quicken does exactly what I want it to do — everything from investments, to loans, to paying bills and managing a number of checking accounts. Twenty years of data? It is hard to imagine needing twenty years of financial data, though keeping basis and depreciation records is important. It will work fine. Either get Snow Leopard and run Quicken , or adjust to one of the Mac programs iBank that is a pale substitute for Quicken. Is that really true?

Rob, you stated a while ago, I think, that the Apple store transferred files over to your Mac already.

It seems arbitrary to me that they would have transferred data from your hard drive and intentionally left out the Quicken file. If for some reason they only transferred stuff that would work on the Mac out of the box, perhaps you could coerce them into transferring the rest of the files just for the sake of completeness? And perhaps the Apple store can give you some advice.

How dead is dead? If your Dell is a laptop and the backlight has burned out, an external monitor should plug in and let you get your stuff off. Been there, done that. In fact, used the old HP laptop for more than a year with a dead screen, but connected to a working external monitor. If the drive works. Thanks again to all of you. I am starting to lean your way, George.

Virtualizing seems to be somewhat of a hassle. But if I go with a cheap laptop then what is the best way for me to get the Quicken files off of the dead Dell and onto the new laptop? While I understand only the virtual windows install stands to be corrupted by virus and malware, that would be bad enough.

The Bootcamp partition can be attacked. If you try CrossoverMac, or other Wine installs they are susceptible to viruses and can load them into the Mac itself. Not sure how cheaply Windows machines can be had as of Dec , but pretty cheap. Great advice here. Thanks so much. On the other hand, if your whole video card is dead, those ports probably are too.

Be sure that you first know exactly from Dell or there will be references on the sites you find from your search WHAT hard drive make, size, connector you have in your Dell. Then purchase the correct adaptor to usb, open your Dell and extract the drive and plug it in. For the technically inclined with the time to learn it, that is probably a great way to get to a Windows VM on your Mac. Still, having Oracle behind it makes Virtualbox a formidable competitor to Parallels for sure. Rob, Willyip and anyone else.

I have always been a Mac person and probably always will but after trying all the Mac financial programs that I had hoped would be as good or better than Mac Quicken I went to Quicken for Windows. I added Parallels 7 and I was amazed at how easy Windows and Quicken run. I was not successful in transferring my Quicken Mac data to Quicken for Windows so I just decided to start new.

I like being able to make a fresh start. The other thing this solved was the lame scanning software for Lion. I now use Windows to scan. Thanks to everyone who weighed in on this issue. Very helpful and much appreciated! My real issue now is 1 how to locate and get those Quicken files off of the old Dell without a working monitor , and 2 how to load them on to the new iMac.

That is going to be a real challenge. Anyone have any thoughts on how I can access and locate those files on the Dell and then import them onto the new Mac? I use it on my Mac all of the time. I recommend it to our customers all of the time. Rob: you are in the same situation as I was…a long time Quicken Windows user switching to Mac. Many of these folks understandably resist on principle going to a Windows version of Quicken to run their finances, and I understand that.

From my point of view, adding Parallels and installing Quicken WIndows on my Mac has been easy and totally trouble free. I am very happy generally with my new Mac, but I am also very happy that I can still run Quicken in the form I am used to and do all the reporting and tax calculation that I depended on without having to relearn the ins and outs of a new finance program…. Solves a lot of problems for the Windows To Mac conversion pilgrim! Good luck with your project. They did change their format of file naming every so often.

Your best hope is to find someone who is running Quicken on Windows and ask them to go through the steps to export your file. Quicken Essentials comes with a conversion package that will import QWin But once it is in QEss it is pretty much locked in there. Then begin with a clean install of iBank. You could buy used. If you want to go that route, buy a cheap Windows box. Not THAT much more expensive than all the stuff you have to buy to run Windows on a Mac including a new full Windows license, though you could try importing your old Dell into Parallels.

Can anyone help me with this problem? Last week my Dell failed video card problem? Because the Dell was old, I decided to just get a new iMac. But either way, if I purchase iBank or some other program compatible with Macs, what Quicken-related and useable data do I now have on my new iMac for use with iBank and how do I find it and import it into iBank? Am I just stuck with the last QDATA file that was backed up May and was on my desktop, or is it likely that some other Quicken file came over that is completely up to date as of my last day using Quicken?

Can anyone help? Thank you. So it is pretty useless for me. BUT Windows works ok, if you can adjust to it. So just say no to Lion. Thanks, Apple, for the firmware block generating kernel panics at the attempt. In the meantime, you can probably still run your old Mini by Remote Desktop. Hardly know it is there. So it is not long for the world.

Do you NOT get the point? I still have Quicken , and have been using Quicken since I first starting working and paying bills. I started on a Windows version, and converted over to a MAC.

Enable Trim support (Mac OS X Mountain Lion) for your SSD

I am NOT going to backwards. So, for the business, I got a little laptop. So far, the most viable option has been iBank 4, or possible Quicken Essentials. According to my husband it cannot be upgraded to LION. Like a 6 year old really needs LION? But, then I will be working on three computers…. I discovered this issue when helping a friend research the viability of porting her parents over to a Mac.

Quicken seems to be the only sticking point. Before seeing this thread I recommended Moneydance. I run Linux at home and was a long time Quicken user before moving to Linux. I use a Macbook for work plan on treating myself to an iMac for home in the near future and will bring Moneydance along with me when I do. Thank you for the great info on various Mac alternatives to Q for Mac. This lack of visual balance data is the primary reason why I gave up on essentials and went with Q Thanks, everyone.

I upgraded to Lion recently. It is pretty but at this point, I wonder if that is all it is. I basically use the Register function on Quicken and then Report functions also on Quicken for taxes. Which application do you think is best? See, you have to enter payments as negative numbers. IF you import everything from your bank or broker, then enter any necessary splits.

Are they patented or trademarked? There are things that I would like to see improvements in but they are minor. One is auto decimal placement and another is using the return key to record a transaction instead of having to use the lock and unlock button. Just know up front that See Finance does not print checks, though check printing is on its list of pending improvements.

People are going to think we work for the SEE Finance guys…! I still find the reconcile function a bit weird in SF, but it works. What I especially like is that it is simple to enter investments and tracks all actions, and gives you a clear idea of share value etc. Plus the program is cheap at Kiss Quicken good bye and See Finance hello. If update to Quicken , can I see and work with my older archive and information? And anything depending on gtk-quartz, GnuCash among them.

A beta for Lion was released last week, but it is very much still a beta. There are features of each that I like but I am pretty sure I will end up choosing iBank. The import is smoother, to me. I am sure that I might get used to it, but the same process in ibank is cleaner, for my visual taste.

In MD, there is not a tool bar, you have to choose one of the pull down menus. Also in iBank, your balances show up under the name of your account in the left colum. I am still using both, to see how they work, and I like them both, but each time I close out my session, I lean towards ibank for the ease of use. As others have said Intuit has not cared enough to keep a solid product current for mac users so I do not see the value in giving them more money.

You can use the full Windows version of Quicken on a Mac if you install Crossover which is a program that lets you run a good number of mac programs natively on a mac. It has a few minor bugs but for the most part it works really well. After installing Essentials for Mac today, I decided I hate this program, and removed the program and all related files. I requested a refund for this program. I do plan to upgrade but I am not in a hurry. I am testing out iBank and MoneyDance.

One feature that I have discovered I like in iBank are the icons on the toolbar for interacting. When you are on a computer a LOT, which I am for work, every key stroke makes a difference, in time, energy, etc. Also, the categories are easier to apply in iBank. The pull down in categories is a bit finicky, and was not as easy to move through and clicked off the list too easily. I agree, learning Q was not simple, and we need to remember that as we take on a new one… change is always a challenge.

The easiest thing is probably to install Snow Leopard on an external hard drive. You can even fit it on a 32GB thumb drive if you want to save some money. Thanks for all the informative posts. You have to choose your own direction and after installing Lion on all of our computer except for one and reading the post letting Quicken die I have started learning iBank4. Remember learning Quicken? I do, it was ions ago and often I would beat my keyboard to death trying to learn it. On the computers that I updated to Lion I am glad I did, it is so much faster, very fast. For now we will keep the one computer so we can run Quicken through the end of the tax year and by then we should be up and running with iBank4.

When faced with a major upgrade such as the Quicken situation, I usually remove the current system drive the physical drive , mount it in an external enclosure, and put it on the shelf. That way, I can always have access to exactly where I was at the time of conversion. Plus you can still get to all the original files for conversion, etc. Then I put a fresh drive in and start from scratch. Just keep the old system as is. Your old computer and software will not stop working. Just be careful with it. Has anyone explored web-based solutions such as Mint?

After a very brief trial with Essential what a joke…no Bill Pay? So far, all is well — perhaps even better in some areas than Quicken Intuit: You pissed the bed — cya! Excellent and useful posts. There is an outside chance Intuit may come up with something that works. Or maybe Apple will relent and make Rosetta available as an optional download. Or maybe someone clever will figure out how to install Rosetta from the Snow Leopard install dvd, into Lion.

I will hold out as long as I can for such a solution. But being a realist, I have done my research on the next best alternative. For me, that is Moneydance which supports categories and classes, does a good job of importing the old Quicken data, and exports transactions to Excel for the reports I need and currently get from Mac Quicken. I too have been using Quicken for some time with a mac. If you google this, you can learn more.

Reviews on other software is inconsistent. Thanks George, this is helpful, I have a better understanding about this now. I appreciate your help. SuperDuper and Carbon Copy Cloner are the usual programs, though there are others that will do it, too,. It should work on one exactly the same, or maybe less, but.

You can also change your boot drive from the keyboard as you power up. I have considered: — not upgrading to Lion — upgrading and — converting to Quicken Essentials — converting to Moneydance none of the others supports classes properly — converting to Quicken for Windows with Crossover — converting to Quicken for Windows with VirtualBox. Moneydance looks like the best bet. I will need to export data to Excel for the kind of reports I like for taxes, but that is only needed once a year.

Just waiting a bit longer to make sure Moneydance is stable under Lion. Do you have an external drive? I just wish it was a cleaner situation. Compromise all around.. But if my Parallels experience with Windows Quicken on a Mac is any guide, the dual boot option would be preferable. Still, the dual boot would be a serious pain, which is why I just gave up on upgrading.

And it may be awhile before Parallels etc even offer the option. I am thinking of running SL on an external drive, with printing capability to just run, store my Q 07 software and data and when I know any bugs have been shaken out, installing lion on my iMac. To me, that is preferable to running windows, q4win , etc. Most functions are about the same, but due to a lot more horsepower in my Mac, admittedly searches, reports etc. I have found that Moneydance for Mac is a decent alternative to running Quicken in a Windows virtual machine.

I did try iBank for a while but found the Reconcile feature to be cludgy, non-intuitive and, for me, unusable. Although you are right in your description in the other post that you could use commission to handle the error, you also could delete the automatically calculated commission and Quicken would accept the transaction the way you wanted it — the way it matches your online account. Thanks again! Anyway, those contemplating purchase of a new machine have no such option.

New hardware starting tomorrow, presumably will come with Lion pre-installed, and who knows what it will take to downgrade one of those machines back to Snow Leopard. Snow Leopard will be supported for at least two years. Let some other bleeding edge types find out what Lion does to their systems. The most recent Apple OS update Firewire is best, unless you have an Air. Buy TWO drives and clone it twice. Seriously, once you install Lion, going back may be very difficult, and one drive without a backup is not a backup.

Intuit embeds codes in QXF files to mark they are downloaded from banks that pay Intuit for the codes.


  1. Intuit's Quicken 2015 for Mac revamps interface, expands investment features;
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No embedded code, no import. Pfeld, what you need to do is export your Quicken files to iBank 4, Money 4, etc. All this trouble is because Intuit wants to force banks to pay, either to be part of their preferred Mint. But now, when I load Lion what are my options? What are my options? Great thread about Quicken, very helpful. And based on the info here, I downloaded iBank and converted my Quicken info. So far, even though things are completely different, it looks good.

Great in an ideal world, but all of my online accounts frequently have different dollar values computed from the share price and share quantity presumably, round off errors. Any iBank tips on how to make it work? Right now, all my converted accounts are off by a couple of dimes because of all the roundoffs — very messy and very difficult to track. So the last thing I want to do is give Intuit money for a Quicken Windows license. The note that George found about Quicken possibly getting Rosetta stuff included is nice. But that seems like too little too late to me.

Michelle; inanimate handles splits fine. Know nothing about iPhone. Earlier response lost in Cyberspace. Richard; Intuit has been trying to kill off QIF.


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They make money by charging banks to link to their software and QIF can be generated free. Their new model, Mint. Theykeep trying that in Quicken. What am I missing? The new Q program would simply need to function in the same way as the old, except with new code, i. I have to say, I tried SEE and was turned off pretty strongly within the first five minutes.

I found entering transactions to be incredibly tedious compared to Quicken. Yes, iBank handles splits very well. For one or two splits, no big deal. For 30 at a time as we often do, a major annoyance. I have been trying to figure out a way to leave Q behind for several years and just began using SEE Finance about a month ago. My plan is to continue to keep SEE and Q in parallel for the next few months yes, a lot of extra work; thanks, Intuit to see if making the change will work.

They actively seek user input for new features, too. The software is not even a 1. I am still getting used to the interface and it will probably take some time for me to get used to the way they reconcile accounts, for example. Also, I am not thrilled with having to do manual transfers when I send money from a savings to a checking account, though they make it reasonably painless; perhaps this will become automatic in an upcoming version.

Transactions download easily. The software can emulate Q, so as long as those banks accept Q connections, I expect this will continue to work. The biggest challenge for me will be trying to bring in 7 years of transactions from MacMoney Survivor Software. It kind of works, but I have to take the QIFs through Q in order for the transfer transactions to connect.

Welcome to Low End Mac

Great info in this thread! Here are my questions — I now download directly from Wells Fargo to on a weekly basis. Assuming the direct downloads would work, could this get screwed up a Wells continues to update systems in the future? Thanks George, this is helpful. I use split transactions in Q07 now, for the category differences for certain purchases. Is that possible in bank? Also, someone recently posted that they did jot like the ibank app for thi iPhone, but others have commented the app was good.

Do you, or any one else here have any experience with the ipnhone app, and if so, howndoes it work? I could see myself using the app on my iPad. Our business still receives a goodly number of paper checks via snail mail. But it might meet the needs of many users. Free trial on Splasm site. George, can you say more on why you are using both money 4 and ibank? So can you clarify why you are running both? It is not known if this privilege will be extended to older releases e.

Snow Leopard. You can do it, but it requires Hackintosh-like efforts. There are many tutorials available online if you search. The OSX-in-virtual-machine solution is by far the best, though the details are still murky. You will need to either re-download your investment transactions or manually enter them. This option is ideal if you use Quicken to track investments. Re-entering my investment transaction data is not my idea of fun. Looking forward to your recommendations for alternative software for those of us not interested in purchasing the Windows version. Does anyone know a Webbased alternative to mint?

It was the cool and hip thing to do and I regret it from the Microsoft office suite to Quicken.

Customer Questions & Answers

Lets not even talk about the iphone. Anyway what are good online alternatives to mint? I am researching options to replace quicken and see the various issues that are listed. For some it is investment tracking, others the ability to use bill pay, others the detail level of reporting, and also the ability to transfer money between accounts. Is this common? If I had a small business or properties with bills, I could possible see it, as a write off. But for the average person, or as I see it, the average person who wants to track their income and expenditures, and track data to help with taxes, etc.

For those who have some kind of FP software, if you use bill pay, does it cost extra? Not happy at all about this but there seems to be no alternative. I spent a day with Money 4. M4 imports only QIF. What I like is its UI. IGG offers a 30 day free trial of iBank on their site. Money at Jumsoft has 15 day trial. Have been happy to come across all the great info here. I cannot make jump to either simply because of lack of investment performance reporting.

All things handily dealt with by Quicken. Anyway, it would help if these packages would just explain the math they are using for investment monitoring. I have read lots of rave reviews on both these packages but no or little discussion on the aspect of performance monitoring. Am I in a minority for what I thought was a common function desired by many for personal finance SW? I downloaded the new Jumsoft Money4 that was just released.

Great discussion. A very impressive piece of shareware. Use it for a month and buy it if you want to cut the Quicken chord. Thanks for expelling this. I am thinking I will downloadbthe 30 day free trial of Ibank to check it out. So, if I can successfully move my Q7 data and then hook into chase to ge my current data, can you tell me if Ibank will recognizebdata that is there from the Q7 data or will I have to go in and delete a lot of duplicate entries?

Any help you can give is appreciated. Michelle, QFX is a proprietary format. Thanks Scott, I appreciate the explanation. Can you or anyone confirm for me what the different file formats arr and which software uses which? I thought I read that bank uses oxf and another local bank replied to my query with this Thank you for your email.

OFX is not supported by our system. I just called my bank, Chase Bank, inquiring as I know I will have to stop using Quicken when I move up to Lion some time this summer, once it is released. I have been happy with Q7 even though Chase stopped supporting any downloads 2 years ago. Knowing I would switch up to something, considering ibank, I called Chase to see what my options are.

They told me they have recently decided to support only quicken and quick books. They said that the option of downloading any records will not be available to any software programs except quicken or quick books. Quicken Essentials sucks compared to Quicken I am not interested in invoking the Windows operating system just to run my checking accounts, and I need more than the grocery list that Essentials gives you.

I wrote an earlier post to you on my new Google Chrombook. There are problems with Quickbooks and Lion. So you might be stepping from proverbial frying pan into fire. That said, Quickbooks is quite different than Quicken. It will do what Quicken does, just not so easily, and it locks you and your data in far more aggressively than Quicken. No biggie. Finally, there is a free trial online of Quickbooks Mac Just no guarantee it will continue to work if you upgrade to Lion. Thus you might want to wait until jumping from the proverbial frying pan into the allegorical fire.

In my job, I pay a lot of bills. Every payee is memorized at the bank and all I have to do is click the payee, enter the amount, and add a memo if I want e. When a check or deposit clears, the bank posts a PDF of the item. Being a heavy Excel person, I take mine as. Importing a bank QIF file is where iBank shines.

In summary, before upgrading to the difficult Quickbooks, consider if you really need the direct connect to your bank. I am wondering about converting to Quickbooks. It is more then I need, but will it do what I now do in Quicken? Again: thanks for the info. I will try it. Where can I go for detailed instruction on how to use iBank this way? Where should I go to get more instruction on how to use iBank this way? I am slef-employed. My Husband is also, and we also have a rental property.

I use Quicken Classes to do this. I see that iBank now has some things I need: -tracking investments our primary accts are brokerage -splits -downloading from banks too much to hope for that this simple thing should be free. Yesterday AccountEdge Basic was released. Available on the Mac App store with the advantage that provides home user multiple computer licenses.

Going to take a look at the trial. Thanks for the Q advertising info. Bootcamp is an easy setup if the instructions are followed! Sliding Win into Bootcamp can take some time on a spinning HD. Qkn was much happier there than in the Parallels only VM I tried first. Well I do have t admit that I probably over-bought in the horsepower dept. But I knew I was probably going to be running this emulation thing and I had visions of deadly slow start-ups and switches. But I make this point just to concede that, if resource availability is an issue, then sure, I can accept that the boot partition route will give better service…at the cost of less convenience.

As far as Quicken and ads: I noted above in this thread that you or someone made a comment about that, and I wondered, because, frankly, I had not noticed anything that I considered advertising at the time. But since you mentioned it again in this last post, I went and looked. I just go straight to my main account list and start entering or whatever. But you are certainly correct that there IS a blatant ad right up front on startup.

I agree with you, with this addition. A third is a 2. Bootcamp is now version 3. But after install it will suck down and install versions 3. Quicken resides on my dock just like any other Mac program and starts and runs faster than it ever did on my PC. As far as the security issues, I do not, and will not, surf the web or do email in the windows emulation.

Using Quicken for Mac? Read This Before You Upgrade to Lion

I only go to bank and financial websites like bill paying sites in Windows, and mostly secure sites at that. I am running an anti-virus and malware program and firewall in the windows emulation, just for added safety, but it is unobtrusive and trouble free. I agree with the appeal of a native Mac personal finance program, and I just may try iBank, now that I found out that I can export a. QIF file from my Quicken! It is really an amazingly efficient and trouble-free way to run Windows programs on a Mac.

Oh, I agree that QuickBooks Online is limited and too expensive. I regularly use QuickBooks the local software on my computer for business accounting, and it works quite well. Which of course means I should probably already know the answer to this question, but there you have it. I keep their personal accounts in Quicken and their business accounts in QuickBooks.

Was just wondering if anyone had any experience on that front. Will be exploring it myself a little more in the coming weeks. I tried Quickbooks Online. It had no way to import data, so all my YTD would have had to be laboriously entered by hand. Either you abandon your old data, or stick with Quickbooks as Intuit lifts your wallet and requires updates.

But… this thought just occurred to me. The list goes on. I have been putting clients on Quicken for 10 years and have been on it myself since I need to access my tax reporting data for 7 years for the IRS and at least 10 years for U. I will have to keep an old computer tucked away in the drawer with my Zip drive, just in case. I have been an Intuit user for many, many years. Now I have no way to access my data on my iMAC. Any suggestions from you how I might accomplish this?

You seem to be very knowledgeable on this subject and thought you might have a suggestion or two. I am or was using Quicken for MAC as well. Your help would be greatly appreciated. Does anyone out there have a solution to those of us who did not get the email from Intuit, upgraded to Lion and now cannot access any financial information?? I got an old Mac Mini, which I have on Ethernet on my home network.

Works fine. I have 2 hard drives in my Mac Pro. I installed Snow Leopard on the non-Lion drive and transferred info from my Time Machine and Quicken was back in business with no loss of data! One obvious solution guys….. Expensive, but relieves the strain. Bruce H. I use Quicken daily and this is a huge headache.

I switched over to iBank 4 after reading some information at iBank 4 Reviews. I have not upgraded to Lion yet, but plan to in the near term. I have been using Quicken since and find it hard to believe the lack of foresight on Intuits part. But that is another story….

After reading quite a few posts and blogs regarding this predicament, I considered another option to wait out this problem until there is a solid solution. I use a program WakeOnLan to wake up the computer via my iMac [i5 core]. Once the G5 wakes, I use Share Screen from my iMac if I need to make some admin changes, or use it as another computer.

Please let me know what your thoughts are on the temporary idea and hope it can relieve some of the distraught! I am still using and most importantly Quicken Bill pay. I am wondering what bill pay programs do use Lion and any bank. Any answere? BillPay through Checkfree. Partitioning my disk is not the answer for me as I go back and forth with Quicken and other reports ive created in Numbers and am always looking up transactions, etc. My biggest issue is the online bill pay feature. Do any of the OS X Lion compatible financial apps have online bill pay within the application?

Apparently VMWare had the solution for us for a few days in 4. It is Apple hardware! The same software? I have been using iBank 4 for one year for home finances and am quite happy with it — overall, a MUCH better interface than Quicken for Mac Yes, that meant investing a couple of hours in setup time, but it also gave me a chance to reevaluate things. There were a few differences between the apps which initially took some getting used to, but no big deal. Also, I LOVE the mobile app — we use it all the time to enter transactions when we are out and about. It syncs data flawlessly with the desktop version.

Just curious, what kind of quarterly or year-end reporting do you do on iBank. Also, do you have the ability to create a cash account as needed for an independent contractor? Lion, here I come…. Thanks for your reply. It appears you have to duplicate your data input, to some degree, which I am trying to avoid having to do. It looks like it might be time to look closer at iBank.

Thanks, Bruce. BTW, I use cash accounts for myself and my clients to not only track spending, but report tax-deductible expenses to the IRS. These accounts must, therefore, integrate with quarterly reports for IRS reporting. If you get VMWare Fusion version 4. I recently set this up on my Macbook Air. It takes about 15GB. It works pretty well. Freaking out here. I got no email message from intuit and had no idea this was going to happen. Could use some help…. I just upgraded to Lion a few days ago.

Loving the new environment, with iCloud…and my new iPhone 4s…how could I not? I use that exclusively to send electronic payments through to my online banking institution, track scheduled payments and recurring payments, including our retirement investments. With no way to access my previous Quicken data file because I discovered this after the upgrade to Lion and no suitable software interface to switch to and start over again… WHAAAA???

I hope they do the right thing but, in the meantime, here we sit…with our thumbs you-know-where. Great news form Quicken for MAC users.

Quicken for Lion: Why does Intuit hate Mac users? (And why doesn’t Apple save us?)

Site address is MoneyDance. Neither of them handle mutual funds in a practical manner. Instead they have a cash balance, which for mutual funds is 0 zero. How useless is that? In portfolio view, I get a pie chart showing me that per cent of a mutual fund account is invested in, guess what, mutual funds. With Quicken I, when I transferred money between one fund and another, I could see the transfer on the register.

I also appreciated the ability to look over my quickfill and category lists in Quicken. Installed an exterior hard drive running Snow Leopard. My techie son saved all my Quicken files and reinstalled on the exterior HD. What a big pain in the ….!! One person serves on the Boards of both Apple and Quicken! Is it too late for them to wake up??? Any simple suggestions anyone? Search for:. The options are not pretty: You can switch to Quicken Essentials for Mac. Turns out, at tax time, knowing the details of what you bought, at what price, and when are kind of important.

At least, the IRS thinks so. And they can put you in jail and take everything you own. No dice. You can switch to Mint. For me, Mint is something I use in addition to Quicken. Which includes my k, for example. You can switch to Quicken for Windows. Switch to Windows? Intuit would get a better response here if they just sent Mac users a picture of a huge middle finger. You will need to either re-download your investment transactions or manually enter them. There are really three issues at play here: Strike 1.

Around , Intuit made the mistake of abandoning the Mac. Hey, they thought it was the prudent thing to do then. After all, Apple was dying. This led Intuit to massively under-invest in their Mac codebase, yielding a monstrosity that apparently no one in their right mind wants to touch.

From everything I hear, Quicken for the Mac might as well be written in Fortran and require punch cards to compile. Untouchable, unfortunately, means unfixable.